See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,478 | $73,933+88.7% | $96,683+44.3% | $75,163+85.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -1.30% | 26.70%-28.0pp | 35.69%-37.0pp | 160.62%-161.9pp |
| Employer contribution / active EE | $11,752 | $2,928+301.4% | $3,737+214.5% | $2,670+340.2% |
| Participant deferral / active EE | $6,829 | $3,659+86.6% | $4,878+40.0% | $4,125+65.5% |
| Admin fee / account holder | $9,938 | $5,216+90.5% | $6,730+47.7% | $5,651+75.9% |